Jennifer Jones is an attorney at Shutts & Bowen’s Miami office, where she practices in the area of Trusts and Estates. Ms. Jones prepares estate planning documents, including revocable and irrevocable trusts, wills, and living wills. She counsels charitably inclined clients in establishing and operating private foundations and in structuring gifts to non-profit organizations. In this role, she has assisted in structuring multi-million dollar gifts of cash, securities and tangible property. Ms. Jones also works with clients in probate and trust administration matters, representing trustees and beneficiaries.
Ms. Jones’s experience extends beyond her legal career. Prior to law school, Ms. Jones was the Director of Planned Giving for one of the nation’s largest public healthcare systems. In this role, she facilitated immediate gifts and planned gifts within donors’ estate plans. Ms. Jones, who is a Certified Financial Planner®, worked with Raymond James & Associates, Inc. where she advised clients on financial planning matters, including retirement and transfers of family wealth. Previously, Ms. Jones was certified as a FINRA/NASD Dispute Resolution Arbitrator and held NASD Series 7 and 65 Licenses.
Education
- University of Miami School of Law, LL.M., Estate Planning, 2008
- Florida International University College of Law, J.D., 2008
- Florida State University, B.S. Finance, 1992
Bar Admissions
- The Florida Bar
Affiliations
- Florida Bar Association, Real Property, Probate & Trust Law Section, Executive Council, At-Large Member
- Estate Planning Council of Broward County, Director
- Planned Giving Council of Miami Dade
- Estate Planning Council of Greater Miami
- Miami Foundation, External Review Committee